KMyMoney 1.0.0 Notes

The KMyMoney development team is pleased to announce a major step forward for what has been described as "the BEST personal finance manager for FREE users". With over 3 years of development, this new stable release has a lot of new features and a refreshed user interface.

What's new since version 0.9.3:

A new look and feel, and a new set of icons

Added investment price reports, investment moving average price

Added GUI option for expert mode

Improved scheduled occurrences support

Improved support for CMake

Improved text filter for transactions

Improved charts look and feel

Improved DB support and performance

Improved QIF and OFX support

Updated documentation

Updated translations

A lot of bug fixing and polishing rough edges to make this an outstanding release

What's new since version 0.8.9:

Home Page. Improved reports are available on the home page to give a quick glance on your financial situation

Appearance. A refreshed home page and a new set of icons have been exclusively designed to celebrate the 1.0 release

Budgets. A new budget feature allows you to specify your future expectations of income and expenditure, and then to compare your actual performance against these. You can use your historical data to have KMyMoney create a basic budget for you. Budget reports can be displayed as charts if desired. Monthly budget overruns can be displayed on your home page, but can be removed if you find it too depressing

Forecasts. A forecast can be produced of the future balances of your critical accounts, based either on regular scheduled transactions or your historical data

Many enhancements have been made to existing functionality, to improve your user experience. Among the foremost of these are the following:

User interface. Several new options have been provided to enable you to configure KMyMoney to your personal requirements. Multiple user interface improvements

Accounts. New 'wizards' have been produced to simplify the setting up of new accounts, and complicated situations such as loans and mortgages. One wizard in particular will guide first time users through the setting up of their new file, and template lists of frequently-used accounts and categories are supplied, often tailored to nationality. Defunct accounts may now be marked as closed, so that they no longer clutter up your screens, though they are still available for viewing if required. Allow creation of additional Equity accounts and editing of Equity transactions. Added hierarchy management to New Account wizard. Warning messages can be displayed if the balance on an account exceeds, or falls below, a given value

Currencies. Added Euro support for Slovakia. Better support for multiple currencies

Ledgers. The views of the various ledgers have been revamped to provide better performance, and more facilities for sorting and searching transactions, including a 'quick search' option. A new multiple transaction selection function will allow you to do some 'bulk' changing of transactions. A new, more comprehensive, transaction autofill facility, based on payee name, has been introduced

Payees. Deletion of 'non-empty' payees and categories is now allowed, with the transactions being re-assigned as required

Schedules. Changes have been made to simplify the entry and maintenance of your regular scheduled transactions. Allow direct editing and entering of schedules from Home page. Allow viewing and entering schedules on the Ledger View

Reports. Improved text filter for transactions. Various fixes related to Loans, and Budget reports. Some new reports have been added, new levels of detail have been included, and many of them have also been made more configurable. There have also been a lot of fixes related to multi-currency reports. Improved calculation of returns and multiple currencies in investment reports

Online update. If you use OFX or HBCI for online banking, your setup has been made easier, and a manual transaction matching facility should simplify reconciliation of your downloaded statements. There is support for new versions of AqBanking and libofx, providing more flexibility and reliability. Improved QIF and OFX support, with significant improvements to the OFX import process. Improvements and enhancements to matching and error handling, among others. Improved investment transaction and online update dialog

A lot of bug fixing and polishing rough edges to make this an outstanding release

Let us know what you think. We hope that you enjoy using this version of
KMyMoney.

Please let us know about any abnormal behavior in the program by
selecting "Report bug..." from the help menu or by sending an e-mail to
the developers mailing list. kmymoney2-developer@lists.sourceforge.net